Creating and Managing Invoice Automations | C2FO Help Center

Creating and Managing Invoice Automations

Written by Lauren Bock
June 5, 2026

Invoice rules (invoice automations) control which invoices are included or excluded from early payment on an ongoing basis.

Where to Find It

Navigate to Early Pay → Automation → Create Automation → Invoice automation, or edit an existing rule from the Active Automations table.

Rule Categories

You can build rules based on the following parameters:
Category Example use
Days paid early (DPE) Exclude invoices paid more than 90 days early
Due date Exclude invoices due before or after a date
Invoice amount Exclude invoices above or below a threshold
Invoice ID Exclude or include invoices matching ID patterns

Combining Criteria

You can combine criteria within a rule where the editor allows. You can set individual criteria or combine multiple parameters using either:

⚠️ Note: Existing rules on a division may be updated if you create a new rule in the same category—watch for alerts in the editor.

Creating a Rule

  1. Select the division or divisions to apply the rule to.
  2. Choose a category and set criteria (for example, DPE greater than or equal to 90).
  3. Review the summary of what will be excluded or included.
  4. Save the automation.

What Happens After You Save

Editing and Deleting

From the Active Automations table, you can manage your rules:

💡 Tip: Deleting a rule does not automatically re-include every invoice—you may need to click Include all invoices on the division page afterward.

Templates

Use suggested templates on the Automation page for common patterns, then customize criteria.

FAQ

Can I modify rules?

Yes, rules can be edited or deleted at any time.

Do rules impact participation or my rate?

No, rules impact invoices but will not change your participation or rate in a division.

What happens if I delete a rule?

You will be asked if you wish to reinclude any invoices that were excluded due to rules or keep those excluded; by default, the “Include Invoices” option is selected. Your participation in the marketplace will not change.

Do rules work for one-time or recurring offers?

Rules work best when you wish to have ongoing participation and you’d like for all your invoices to be evaluated for early payment. Creating a rule will evaluate all current and future invoices in your division; deleting a rule will include eligible invoices in your division by default.

What happens to my invoices if I set more than one criteria on a division?

You can now decide how you wish those criteria to behave. By default, the app will suggest that these criteria function in an “any of” fashion, meaning invoices can meet any of the criteria you set to be excluded.

Alternatively, you can select that the criteria behave in an “all of” fashion, meaning invoices must meet all the criteria at the same time for them to be excluded.

🔹 “Any of” Example

🔹 “All of” Example

Tips